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| Company: |
Quad Consultancy Limited |
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| Job Title: |
Investment Advisor |
| Job Category: |
Banking |
| Job Location: |
Gibraltar - Gibraltar |
| Job Description: |
Our client is a world-leading financial services company, advising clients in all aspects of finance, around the world, around the clock.
Investment Advisor(German)
Objective of function
Provide a fast, efficient, friendly and high quality service to existing and target clients.
Offer competent investment advice according to our Private Banking policy.
Duties
Client Services and Investment Focus
Prepare investment proposals for clients in conjunction with Senior Relationship Manager.
Handle client correspondence and enquiries/requests.
Complete the Advisory Process with Clients
Support/Executions
Develop full Globus ability to enable fast and accurate inputting of securities deals, f/x, deposit rollovers and other client matters (output enquiries, funds transfers etc.).
Seek ways to optimise workflow and procedures within Front Office.
Business Development
Research prospect client and introducer networks with Senior Relationship Manager in appropriate client / market segment.
Deputise for private clients assigned and seek opportunities to promote services and products as discussed with Senior Relationship Manager (and in turn help business targets to be achieved).
Compliance
Ensure compliance with all internal & regulatory requirements for due diligence & Know-Your-Client and monitor account activity to prevent Money Laundering, reporting any suspicions as necessary
Various:
Conduct special projects as assigned by Team Head and Head of Front Office in conjunction with Senior Relationship Manager.
Assist with activity and marketing reports.
Monitor and clear current account debit/credit balances.
Handle corporate actions, liaising with clients as necessary.
Assist in the opening and closing of accounts.
Our client offers a bonus, healthcare and a very competitive salary.
Salary: Negotiable
Location: Gibraltar
Our friendly and experienced team at Quad Consultancy will strive to do their very best to work on your behalf assisting you in pursuing you career goal! For more information or an informal chat please do get in touch.
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| Skills Required: |
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| Language Requirements: |
English-Very GoodGerman-Very Good
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| Employment Type: |
Full Time
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| Yearly Salary: |
Unspecified
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| Posting Date: |
Jan 16 2008 |
| Education level required: |
Unspecified
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| Experience (in years): |
3 to 5 Years |
| Company: |
Quad Consultancy Limited |
| Contact Name: |
Quad Consultancy Limited - Let Quad help you manage your career development |
| Contact Phone: |
+350 44517 |
| Preferred Method of Contact: |
No Preference |
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| Jobseekers:74399 |
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Language:english |
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